NetLaw · 2 days ago
VP of Advisor Success
United States
Full-time
Remote
Director/ExecutiveNetLaw is a tech-enabled estate planning platform serving wealth management firms. The VP of Advisor Success will build and lead the Advisor Success function, focusing on advisor engagement and adoption across enterprise RIA partnerships.
Enterprise SoftwareLegal
Responsibilities
Drive penetration within existing partnerships
Design advisor onboarding and activation programs that drive time-to-first-plan
Implement systems for scalable engagement: CRM workflows, health scoring, marketing automation, AI-assisted outreach
Build scalable training: webinars, scripts, client conversation guides, CE-worthy content
Implement systems for scalable engagement: CRM workflows, health scoring, marketing automation
Build and lead the relationship management team
Qualification
Required
You've built or scaled advisor success functions in wealthtech/fintech selling into RIAs or led practice management within an enterprise RIA
You understand how advisors adopt new services, and how to drive behavior change across distributed networks
Deep understanding of RIA workflows and advisor personas
Comfortable leveraging modern engagement tools—CRM automation, AI-assisted workflows, analytics platforms—to scale advisor touchpoints
Track record building repeatable onboarding playbooks and activation programs
Experience managing strategic enterprise accounts with multiple stakeholders
Data-driven: defines KPIs, builds dashboards, makes decisions on metrics
Preferred
Estate planning experience is a plus, not a requirement
Benefits
Health
Dental
Vision
401(k)
Flexible PTO
Company
NetLaw
Quality Estate Planning, Intelligently Delivered
Founded in 2012
2-10 employees
Funding
Current Stage
Early StageTotal Funding
$13M2020-01-01Series A· $7M
2017-12-31Series A· $3M
2015-12-01Seed· $2M
Leadership Team
Alex Hargrove
Chief Executive Officer
Recent News
bloomberglaw.com
2025-12-10
2025-02-11
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